Newsletter

Trump’s October Surprise Supports Oil

Category: Newsletter, Oil, Speculator | No Comments

In mid October President Trump will be required to certify the Iranian Nuclear compliance once again or push to nullify the multi nation Nuclear Arms Treaty. Already the US has presented evidence of an unrelated UN Security Council resolution violation. This resolution has not been accepted by Iran and is insufficient to breach…

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Stock Markets Protest Trump Chaos

Category: Newsletter, Stock Market | No Comments

Stocks essentially move on earnings and fundamental expectations. US stock indices rose sharply into July and early August as forecasted in June due to earnings surprises. Over the past week prices have retreated sharply on major news events. When North Korea threatened to Nuke Guam stocks plunged last week. When…

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Earnings Driven Stock Market

Category: Newsletter, Oil, Stock Market | No Comments

The “earnings season” is the period each quarter when the vast majority of corporate earnings are reported. The bulk of the stellar gains in the stock market this year have occurred around earnings season. Alcoa typically kicks it off around the 3rd week at the start of each calendar quarter and 6…

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Consumers Have Some Nice Assets

Category: Housing, Newsletter, Speculator | No Comments

The national debt here and around the world continues to grow inexorably toward the stratosphere, yet households have steadily improved their balance sheets.  Household debt to GDP has fallen from almost 100% to just 80% since 2008. Individual assets have risen at a rapid 10% rate that far outpaces consumer…

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Labor Shortage Equals Low Wage Growth?

Category: Newsletter, Speculator | No Comments

More jobs and less available people should portend better pay. Everyone knows that when demand is greater than supply, the cost of the supply will rise until equilibrium is reached. That’s certainly the case with housing these days as the record low inventory of homes can’t satisfy the demand. As one would expect,…

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